Civic Intelligence

Elm Institute Inc.

990 • Fiscal year 2019 • EIN 47-1625610

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profilewww.elminstitute.org
31 Whitney Avenue 1st FloorNew Haven, CT 06510

(732) 600-3733

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$105,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$62,087

Up $702 (+1.1%) from 2018

Net Assets

Up

$54,365

Up $673 (+1.3%) from 2018

Liabilities

Up

$7,722

Up $29 (+0.4%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin42nd percentile

Revenue

Down

$399,461

Down $99,850 (-20%) from 2018

Expenses

Down

$398,788

Down $108,452 (-21%) from 2018

Net Income

Up

$673

Up $8,602 (+108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2015: $156,905Liabilities 2015: $0Net Assets 2015: $156,9052015Assets 2016: $121,707Liabilities 2016: $685Net Assets 2016: $121,0222016Assets 2017: $69,017Liabilities 2017: $7,396Net Assets 2017: $61,6212017Assets 2018: $61,385Liabilities 2018: $7,693Net Assets 2018: $53,6922018Assets 2019: $62,087Liabilities 2019: $7,722Net Assets 2019: $54,3652019Assets 2020: $139,774Liabilities 2020: $47,552Net Assets 2020: $92,2222020Assets 2021: $261,280Liabilities 2021: $108,711Net Assets 2021: $152,5692021Assets 2022: $121,926Liabilities 2022: $4,769Net Assets 2022: $117,1572022Assets 2023: $88,848Liabilities 2023: $4,544Net Assets 2023: $84,3042023Assets 2024: $74,041Liabilities 2024: $2,927Net Assets 2024: $71,1142024Assets 2025: $108,761Liabilities 2025: $3,696Net Assets 2025: $105,0652025

Highlighted filing

2019

Assets$62,087
Liabilities$7,722
Net Assets$54,365
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2015: $426,101Expenses 2015: $295,196Net Income 2015: $130,9052015Revenue 2016: $448,199Expenses 2016: $484,081Net Income 2016: -$35,8822016Revenue 2017: $541,109Expenses 2017: $600,510Net Income 2017: -$59,4012017Revenue 2018: $499,311Expenses 2018: $507,240Net Income 2018: -$7,9292018Revenue 2019: $399,461Expenses 2019: $398,788Net Income 2019: $6732019Revenue 2020: $461,755Expenses 2020: $425,898Net Income 2020: $35,8572020Revenue 2021: $617,887Expenses 2021: $557,540Net Income 2021: $60,3472021Revenue 2022: $335,395Expenses 2022: $370,808Net Income 2022: -$35,4132022Revenue 2023: $450,713Expenses 2023: $483,565Net Income 2023: -$32,8522023Revenue 2024: $561,872Expenses 2024: $575,063Net Income 2024: -$13,1912024Revenue 2025: $578,625Expenses 2025: $544,674Net Income 2025: $33,9512025

Highlighted filing

2019

Revenue$399,461
Expenses$398,788
Net Income$673
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.1
Gross Receipts
$399,461
Mission and Program Overview

Mission

To maintain, develop, and transmit ideas and principles that are integral to preparing young men and women for productive and conscientious lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,593$45,767▲ $10,174
Land, Buildings, and Equipment, Net$12,202$9,152▼ $3,050
Pledges and Grants Receivable$10,200$5,110▼ $5,090
Prepaid Expenses and Deferred Charges$2,390$874▼ $1,516
Total Assets$61,385$62,087▲ $702
Other Assets Total$1,000$1,184▲ $184
Liabilities
Accounts Payable and Accrued Expenses$7,693$7,722▲ $29
Total Liabilities$7,693$7,722▲ $29
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$53,692$54,365▲ $673
Total Net Assets Fund Balance$53,692$54,365▲ $673
Total Liabilities and Net Assets / Fund Balance$61,385$62,087▲ $702

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,908$18,975$26,883
Equipment$1,244$1,054$2,298
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patrick HoughCEOFT$105,000$105,000
Peter WicksDirectorFT$75,000$75,000

Board Members and Trustees

NameTitle
Thomas WhiteChairman
Luis TellezPresident
Danilo PetranovichTrustee
Mark BernerTrustee
Mark DrakotosTrustee
Stephen SchmalhoferTrustee
Joshua BeckerSecretary
Ellen BarrosseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$395,261
Program Service Revenue
$3,700
Investment Income
$0
Other Revenue
$500
All Other Contributions
$395,261
Change in Net Assets
$673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$226,777
Other Expenses$139,911
Grants and Similar Amounts Paid$32,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$135,000$45,000-$180,000
Occupancy$23,425$23,425-$46,850
Other Employee Benefits$24,755$8,252-$33,007
Grants to Domestic Individuals$30,000--$30,000
Payroll Taxes$10,328$3,442-$13,770
Office Expenses-$5,493-$5,493
Insurance-$4,575-$4,575
Depreciation Depletion-$3,502-$3,502
Grants to Domestic Orgs$2,100--$2,100
Fees for Services Accounting-$1,535-$1,535
Other Expenses$75,133$1,351-$1,351
Total Functional Expenses$300,741$98,047$0$398,788
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 return is reviewed by the board memebrs prior to filing.”

Form 990, Part VI, Section C, Line 19

“The public inspection documents are available upon request at the organizations office.”

Filing and Contact Details

Filer

Filer Name
Elm Institute Inc
EIN
47-1625610
Phone
7326003733
Address
31 Whitney Avenue 1st Floor, New Haven, CT 06510

Signing Officer

Name
Patrick Hough
Title
Officer
Phone
7326003733
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Hough
Formed
2014
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
6
Employees
2

Preparer

Firm
Douglas Ziegler LLC
Address
1 Airport Place Suite 3, Princeton, NJ 08540
Preparer
Douglas D Ziegler
Phone
7326003733
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt039625
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46920
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01062450
IRS990ScheduleA/SubstantialContributorsTotAmt01201810
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0395261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0492178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0534508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0422606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0419707
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02264260
IRS990ScheduleA/TotalSupportAmt02264262
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01244
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01054
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02298
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07908
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018975
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt026883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09152
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Research
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 return is reviewed by the board memebrs prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The public inspection documents are available upon request at the organizations office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt061385
IRS990/TotalAssetsEOYAmt062087
IRS990/TotalAssetsGrp/BOYAmt061385
IRS990/TotalAssetsGrp/EOYAmt062087
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0395261
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098047
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0300741
IRS990/TotalFunctionalExpensesGrp/TotalAmt0398788
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07693
IRS990/TotalLiabilitiesEOYAmt07722
IRS990/TotalLiabilitiesGrp/BOYAmt07693
IRS990/TotalLiabilitiesGrp/EOYAmt07722
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054365
IRS990/TotalProgramServiceExpensesAmt0300741
IRS990/TotalProgramServiceRevenueAmt03700
IRS990/TotalReportableCompFromOrgAmt0180000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0399461
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061385
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062087
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt031 Whitney Avenue 1st Floor
IRS990/USAddress/CityNm0New Haven
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006510
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.elminstitute.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Hough
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07326003733
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Elm Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0ELMI
ReturnHeader/Filer/EIN0471625610
ReturnHeader/Filer/PhoneNum07326003733
ReturnHeader/Filer/USAddress/AddressLine1Txt031 Whitney Avenue 1st Floor
ReturnHeader/Filer/USAddress/CityNm0New Haven
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0583214D0C6038E367EB72C7AC5F478D57620AD51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0583214D0C6038E367EB72C7AC5F478D57620AD51
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.166.124.65
ReturnHeader/FilingSecurityInformation/IPDt02020-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:25:09
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Douglas Ziegler LLC

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,087
Liabilities
$7,722
Net assets
$54,365
Revenue
$399,461
Expenses
$398,788
Net income
$673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$5.79$5.45$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.03$0.71$5.62$5.75$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.05$0.84$4.51$4.84$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.05$1.17$3.35$3.71$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$1.09$1.53$6.18$5.58$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.48$0.92$4.62$4.26$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.08$0.54$3.99$3.99$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.08$0.54$4.99$5.07$0.08
2017Summary only. Only limited summary data is available for this year.$0.69$0.07$0.62$5.41$6.01$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.01$1.21$4.48$4.84$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$4.26$2.95$1.31
Peer Organizations

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